SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,251
New
Increased
Reduced
Closed

Top Buys

1
+$393K
2
+$102K
3
+$102K
4
ACIC icon
American Coastal Insurance
ACIC
+$71.3K
5
CTVA icon
Corteva
CTVA
+$62.1K

Top Sells

1
+$113K
2
+$112K
3
+$89.6K
4
DD icon
DuPont de Nemours
DD
+$75.4K
5
CL icon
Colgate-Palmolive
CL
+$75K

Sector Composition

1 Financials 14.82%
2 Technology 11.95%
3 Healthcare 11.75%
4 Industrials 7.7%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$25.1K 0.01%
450
-21
502
$25.1K 0.01%
+1,329
503
$25.1K 0.01%
293
504
$25K 0.01%
1,036
-82
505
$24.9K 0.01%
860
506
$24.9K 0.01%
2,211
507
$24.7K 0.01%
+409
508
$24.5K 0.01%
1,165
509
$24.5K 0.01%
1,594
-14
510
$24.4K 0.01%
572
511
$24.4K 0.01%
791
512
$24.4K 0.01%
1,286
513
$24.2K 0.01%
1,230
+755
514
$24.2K 0.01%
810
515
$24.2K 0.01%
131
+14
516
$24K 0.01%
830
+84
517
$23.8K 0.01%
353
518
$23.8K 0.01%
918
519
$23.7K 0.01%
372
520
$23.4K 0.01%
1,480
-93
521
$23.3K 0.01%
704
522
$23.3K 0.01%
271
+9
523
$23.1K 0.01%
454
524
$23.1K 0.01%
2,683
525
$23.1K 0.01%
124
19 20
21
22 23